Every step has an owner and a date.
Checklist software built into every service. Each step goes to the right person with its own due date.
Steps and owners, in detail.
Assigned by role
A step can go to a role like Reviewer. Turning the role into a person on each request, and sending a step with no one named to the request owner, are coming soon.
Due dates that fit
Each step has its own due date, so everyone knows what comes first. Setting a step due a few days before the request is coming soon.
Required steps
Mark a step required and the request cannot move to done until it is ticked.
Sign-off before done
Add a review so the work is approved before it moves to done. Nobody approves their own work.
Changes previewed
Update a checklist and see which open requests it will change before you apply it. Each request keeps its own copy of the steps.
Closing the last step for Kavya Foods
The GST registration has 4 of 5 steps done, and the final review is with Karthik, due today.
Arjun asks for Karthik to close it, and Karthik is notified.
Karthik ticks the final review, and the request is ready to bill.
Let finished work turn into
invoices from day one.
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